Designed for Efficient Yield Enhancement
A low turnover, ‘buy and maintain' approach to credit investing
Well diversified (not market capitalisation weighted)
Low volatility (relative to the standard corporate bond universe)
Focus on maximising yield through ‘smart selecting' the best issuers and issues
Low cost (a relentless focus on minimising fees/transaction costs, thus maximising returns for investors).
Why invest in AXA IM's Buy & Maintain Credit strategy?
20 years' experience as a successful ‘buy and maintain' investor in the fixed income space
Size and scale: 130 investment professionals and £360 billion in fixed income assets under management, affords us excellent access to the markets on behalf of our clients
Substantial global credit research resources: 39 dedicated Fundamental Credit Analysts and a global team of eight specialised portfolio engineers based in every major region (Europe, UK, the Americas and Asia)
World class dealing capabilities: a centralised dealing desk, with traders specialised by market, instrument and region, adds vital value by minimising transaction cost ‘leakage'
Risk monitoring integrated throughout the investment process: a dedicated Portfolio Engineering Group (PEG) focuses solely on understanding and monitoring portfolio risks.
Risks associated with this strategy
- Market risk and risk of loss of invested capital
- Risks associated with fixed income securities, including, but not limited to, interest rate risk, credit risk and liquidity risks
- Risks linked to global investments
Assets under management as at 30 June 2016
29 January 2019
A look at why we believe 2019 will be green
Although 2018 may have fallen short of investors' expectations, we maintain that there are reasons to remain positive about the growth of the green bond market.
26 June 2018
Investing in credit: Building robust portfolios for the long term
Institutional investors have long been investing in credit. The current credit cycle fuelled by the inflation of Central Banks’ balance sheets has however provided a relatively easy ride to credit in ...
01 April 2017
Investor Thinking - Mind the Gap
Historically many pension funds have sold assets when rebalancing out of an outperforming asset class or to de-risk after achieving a target funding level ...